-86.1%
VIOT vs VT
+148.5%
-234.6%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | 0.0% | -16.2% | -16.2% |
| 7D | +31.0% | +0.4% | +30.6% | +30.2% |
| 30D | +52.0% | +1.0% | +51.0% | +50.3% |
| 3M | +12.9% | +2.4% | +10.5% | +9.5% |
| 6M | -10.7% | +12.0% | -22.7% | -21.1% |
| YTD | -34.0% | +15.3% | -49.3% | -43.5% |
| 1Y | -61.0% | +22.6% | -83.5% | -68.6% |
| 3Y | +47.0% | +74.7% | -27.7% | -21.5% |
| 5Y | -76.9% | +66.1% | -143.0% | -86.6% |
| All | -86.1% | +148.5% | -234.6% | -94.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling